Emerald Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Emerald Advisors’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,045	Closed	-$257K	–	117
2021 Q3	$257K	Hold	10,045	–	–	0.07%	84
2021 Q2	$258K	Hold	10,045	–	–	0.08%	84
2021 Q1	$258K	Hold	10,045	–	–	0.09%	73
2020 Q4	$259K	Buy	10,045 +12	+0.1%	+$310	0.09%	72
2020 Q3	$260K	Buy	10,033 +33	+0.3%	+$855	0.1%	65
2020 Q2	$259K	Hold	10,000	–	–	0.11%	60
2020 Q1	$258K	Hold	10,000	–	–	0.12%	58
2019 Q4	$259K	Buy	+10,000	New	+$258K	0.25%	77

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Emerald Advisors's IBMJ Position: Q4 2021 in Review

Emerald Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 10,045 shares — an estimated $257K sold.

Emerald Advisors first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $260K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Emerald Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Emerald Advisors sold 10,045 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $257K.
Emerald Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Emerald Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $260K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Emerald Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.